THE CHEROKEE EMPLOYEE SCHOLARSHIP FOUNDATION INC (EIN 823549986) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

CHRISTOPHER KOWAL

Phone

4043651200

Tax Period

2023-01-01 to 2023-12-31

THE CHEROKEE EMPLOYEE SCHOLARSHIP FOUNDATION INC, founded in 2017, is a small nonprofit in the Education sector that reported $302K in total revenue in fiscal year 2022. Revenue surged 90% from the prior year, signaling strong growth momentum. The organization ran a surplus of $264K, a strong 87% operating margin.

Mission

THE FOUNDATION (CESF) IS COMMITTED TO PROVIDE FINANCIAL SUPPORT TO CHEROKEE EMPLOYEES OR FAMILY MEMBERS PURSUING HIGHER EDUCATION. THIS SUPPORT IS DESIGNED TO ENHANCE THE QUALITY OF OUR EMPLOYEE'S LIVES, STRENGTHEN THEIR FAMILIES BY ENCOURAGING INDIVIDUALS TO MEET THEIR HIGHEST POTENTIAL WHILE SOLIDIFYING CHEROKEE'S POSITION AS AN EMPLOYER OF CHOICE.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $288,331

Program Service Revenue $0

Investment Income $54,494

Other Revenue $0

TOTAL REVENUE $342,825

Expense Breakdown

Grants Paid $25,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $42,843

Other Expenses $17,743

TOTAL EXPENSES $42,843

Year-over-Year Comparison

	2023	2022	Change
Revenue	$342,825	$302,415	+0.1%
Expenses	$42,843	$38,727	+0.1%
Net Income	$299,982	$263,688	+0.1%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
CHRISTOPHER KOWAL	PRESIDENT & CEO	Officer Director	$0	$0	$0
MICHAEL WHEELER	SECRETARY & REG AGENT	Officer Director	$0	$0	$0
JOHN HAMILTON	DIRECTOR	Director	$0	$0	$0
RICHARD NOLEN	DIRECTOR	Director	$0	$0	$0
WILLIAM TUCKER	DIRECTOR	Director	$0	$0	$0
ROBERT BUCK	DIRECTOR	Director	$0	$0	$0
SEAN DWYER	DIRECTOR	Director	$0	$0	$0
VAN LEAR	DIRECTOR	Director	$0	$0	$0
MISSY MARTIN	DIRECTOR	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$342,825	$42,843	$1,032,998	$299,982
2022	$302,415	$38,727	$746,227	$263,688

THE CHEROKEE EMPLOYEE SCHOLARSHIP FOUNDATION INC